SET Outreach Team Lead: SPOC Assignment

How to assign a SPOC for RMI Facility Outreach

Step 1: Click on the facility ID link in the “Please assign SET team member…” To-Do on your dashboard to be taken directly to the record to assign a SPOC

 

Step 2: Click on Options > Assign SET Team Member

 

Step 3: Select the applicable SPOC from the dropdown menu, and click “Save”

 

Step 4:  The SPOC assigned will receive an email notifying them of assignment